Should I invest in Bharat Bond ETF - April 2030?

We don't give personal investment advice. Bharat Bond ETF - April 2030 is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.4%. 5-year CAGR: 6.36%.

Bharat Bond ETF - April 2030

Latest NAV

₹1,571.4554

As of

3 Jun 2026

1,557 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.10%	+0.40%	-0.30	182 / 278	Q3
1W	+0.28%	-1.18%	+1.47	22 / 277	Q1
2W	+0.50%	+0.22%	+0.28	104 / 276	Q2
1M	+0.20%	+0.13%	+0.07	104 / 272	Q2
3M	-0.08%	-0.73%	+0.64	126 / 268	Q2
6M	+0.59%	-0.31%	+0.91	87 / 255	Q2
YTD	+0.59%	-2.50%	+3.08	84 / 258	Q2
1Y	+3.29%	+10.97%	-7.68	88 / 226	Q2
2Y	+7.08%	+6.94%	+0.13	29 / 179	Q1
3Y	+6.94%	+14.13%	-7.19	113 / 147	Q4
4Y	+7.63%	+13.79%	-6.16	97 / 116	Q4
5Y	+6.36%	+10.71%	-4.35	72 / 89	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.28%	+11.30%	-4.01	162 / 278	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.59%	-2.52%	+3.10	83 / 257
2025	+8.47%	+16.95%	-8.48	95 / 192
2024	+8.97%	+15.68%	-6.71	126 / 155
2023	+7.35%	+24.57%	-17.21	119 / 133
2022	+3.31%	+3.53%	-0.22	59 / 104
2021	+5.24%	+23.86%	-18.62	68 / 80
2020	+13.07%	+12.21%	+0.86	48 / 67
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.14%

67 windows

min 1.4% · max 13.5%

100% positive

3-Year rolling

+6.91%

42 windows

min 5.2% · max 9.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+6.97%

18 windows

min 6.4% · max 8.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.92%

3-year · annualised

Sharpe ratio

0.13

vs risk-free 6.5%

Sortino ratio

0.39

Downside-only deviation

Max drawdown

-1.06%

Mar 2026 → Apr 2026

% positive months

86.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ETF

Scheme	Fund house	NAV	As of
HDFC NIFTY PSU BANK ETF	HDFC	₹82.8791	3 Jun 2026
ICICI Prudential BSE 500 ETF	ICICI Prudential	₹37.8344	3 Jun 2026
Invesco India Nifty 50 Exchange Traded Fund	Invesco	₹2,670.8836	3 Jun 2026
BANDHAN BSE Sensex ETF	Bandhan	₹805.2856	3 Jun 2026
Aditya Birla Sun Life BSE Sensex ETF	Aditya Birla Sun Life	₹74.5997	3 Jun 2026
Motilal Oswal BSE Enhanced Value ETF	Motilal Oswal	₹116.9499	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF	Mirae Asset	₹13.2841	3 Jun 2026
Kotak MSCI India ETF	Kotak	₹28.8330	3 Jun 2026
Kotak PSU Bank ETF	Kotak Mahindra	₹820.4532	3 Jun 2026
Edelweiss Silver ETF	Edelweiss	₹258.9218	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹1,571.4554
2 Jun 2026	₹1,571.9779
1 Jun 2026	₹1,570.3418
29 May 2026	₹1,569.9157
27 May 2026	₹1,568.9258
26 May 2026	₹1,567.5181
25 May 2026	₹1,567.7198
22 May 2026	₹1,563.6310
21 May 2026	₹1,562.0612
20 May 2026	₹1,562.8365

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Bharat Bond ETF - April 2030 is ₹1,571.4554. It's a ETF from the fund house, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Bharat Bond ETF - April 2030 has NAV history starting from 30 Dec 2019, a track record of about 6 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Bharat Bond ETF - April 2030 is managed by the fund house. It's classified by AMFI under the 'ETF' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Bharat Bond ETF - April 2030 has delivered a absolute return of 3.29% — -7.68 pp behind the ETF category average of 10.97%. The fund ranks #88 of 226 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Bharat Bond ETF - April 2030 has delivered a CAGR of 6.94% — -7.19 pp behind the ETF category average of 14.13%. The fund ranks #113 of 147 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Bharat Bond ETF - April 2030 has delivered a CAGR of 6.36% — -4.35 pp behind the ETF category average of 10.71%. The fund ranks #72 of 89 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Bharat Bond ETF - April 2030 exactly 5 years ago would be worth approximately ₹136,107 today — a multiplier of 1.36×, based on the 5-year CAGR of 6.36%. The category average over the same window would have grown ₹1 lakh to ₹166,336.

A ₹10,000 monthly SIP in Bharat Bond ETF - April 2030 over the last 5 years — total invested ₹600,000 — would be worth ₹712,140 today. That's an XIRR (money-weighted annualised return) of 6.78%.

Bharat Bond ETF - April 2030 doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹712,140 — XIRR 6.78%.

On a 5-year basis, Bharat Bond ETF - April 2030 ranks #72 out of 89 funds in the ETF category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.71%; this fund delivered 6.36%.

The worst peak-to-trough decline Bharat Bond ETF - April 2030 has experienced over the last 5-year window is 3.38% — its NAV fell from a high on 05 Apr 2022 to a low on 13 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Bharat Bond ETF - April 2030 averaged 6.97% (best 8.06%, worst 6.36%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.11 — negative risk-adjusted performance.

In calendar year 2025, Bharat Bond ETF - April 2030 returned 8.47% — lagging the ETF category average of 16.95% by 8.48 pp. It ranked #95 of 192 in its category that year.

Bharat Bond ETF - April 2030 doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Bharat Bond ETF - April 2030 is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 3.4%. 5-year CAGR: 6.36%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Bharat Bond ETF - April 2030

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in ETF

Recent NAVs

Frequently asked questions

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